Go to the Automations page and click “Add Automation.” Choose a trigger like job creation or payment, select an action (e.g., send SMS), set the details, and save.

You can automate job reminders, customer follow-ups, payment notifications, marketing emails, and more—all designed to improve timeliness and reduce admin.

Head to “My Automations,” choose the automation, and click to edit. To turn one off, just toggle the switch and it’s paused instantly.